+1,810.6%
AXTI vs PHM
-12.7%
+1,823.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | +1.4% |
| 7D | +5.1% | -5.0% | +10.1% | +1.0% |
| 30D | -17.5% | -8.4% | -9.0% | -22.7% |
| 3M | -26.7% | -4.4% | -22.3% | -26.8% |
| 6M | +36.8% | -3.7% | +40.5% | +38.1% |
| YTD | +296.1% | +1.3% | +294.9% | +298.0% |
| 1Y | +1,810.6% | -14.0% | +1,824.7% | +1,870.2% |
| All | +1,810.6% | -12.7% | +1,823.3% | +1,870.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PHM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling